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Dimensional Short-Duration Fixed Income ETF

249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.6%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.59%
New
28
Increased
137
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
51
Prosperity Capital Advisors
Ohio
$10.4M +$6.46M +135,305 +165%
TIAM2
52
Tru Independence Asset Management 2
Oregon
$10.4M +$10.4M +217,092 New
DB
53
Dravo Bay
Delaware
$10.2M +$10.2M +213,987 New
Betterment LLC
54
Betterment LLC
New York
$9.75M +$600K +12,563 +7%
HWM
55
Hemington Wealth Management
Virginia
$9.43M +$4.21M +89,037 +81%
TIM
56
Tortoise Investment Management
New York
$9.17M -$1.34M -28,119 -13%
FWS
57
FinDec Wealth Services
California
$8.87M +$601K +12,587 +7%
SHFA
58
SC&H Financial Advisors
Maryland
$8.76M +$1.58M +33,183 +22%
PCM
59
Peirce Capital Management
Texas
$8.54M +$25.4K +531 +0.3%
YWM
60
Yardley Wealth Management
Pennsylvania
$8.37M +$8.37M +175,254 New
IA
61
IFP Advisors
Florida
$7.68M +$2.99M +62,556 +64%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$7.64M -$373K -7,818 -5%
GCA
63
Gradient Capital Advisors
California
$7.48M +$1.79M +37,533 +31%
THL
64
Tillman Hartley LLC
Colorado
$7.46M +$893K +18,701 +14%
CIAS
65
CFS Investment Advisory Services
New Jersey
$7.46M -$52.2K -1,093 -0.7%
CWP
66
Concord Wealth Partners
Virginia
$7.43M -$531K -11,113 -7%
WCA
67
Waypoint Capital Advisors
Minnesota
$7.17M +$1.13M +23,772 +19%
BHWM
68
Bay Harbor Wealth Management
Maryland
$7.17M +$1.36M +28,427 +23%
BC
69
Burney Company
Virginia
$7.17M -$5.26M -110,085 -42%
NWM
70
Northwest Wealth Management
Iowa
$7.11M +$3.07M +64,347 +76%
Corient Private Wealth
71
Corient Private Wealth
Florida
$6.91M -$29.5K -618 -0.4%
PFA
72
Pure Financial Advisors
California
$6.91M +$31.2K +653 +0.5%
SPIA
73
Steward Partners Investment Advisory
New York
$6.57M +$2.03M +42,607 +45%
CAM
74
CPA Asset Management
Florida
$6.29M +$1.02M +21,392 +19%
SWM
75
Sterling Wealth Management
Illinois
$6.28M +$5.17M +108,222 +463%